LLY icon

Eli Lilly
LLY

Overview Fund Activity

2,798 hedge funds and large institutions have $366B invested in Eli Lilly in 2023 Q2 according to their latest regulatory filings, with 296 funds opening new positions, 1,068 increasing their positions, 1,072 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,798
Holders Change
+199
Holders Change %
+7.66%
% of All Funds
44.13%
Holding in Top 10
239
Holding in Top 10 Change
+88
Holding in Top 10 Change %
+58.28%
% of All Funds
3.77%
New
296
Increased
1,068
Reduced
1,072
Closed
77
Calls
$3.39B
Puts
$3.68B
Net Calls
-$288M
Net Calls Change
-$424M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.51B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$784M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
4
Barclays
Barclays
United Kingdom
+$425M
5
Millennium Management
Millennium Management
New York
+$382M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$24.8B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.75B
3
Primecap Management
Primecap Management
California
-$854M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$834M
5
Lilly Endowment
Lilly Endowment
Indiana
-$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
501
Column Capital Advisors
Indiana
$14.6M +$11.5K +622 +0.1%
WB
502
WesBanco Bank
West Virginia
$14.5M -$1.18M -2,517 -8%
Impax Asset Management Group
503
Impax Asset Management Group
United Kingdom
$14.5M +$37K +79 +0.3%
PR
504
Payden & Rygel
California
$14.4M -$35M -74,610 -71%
VIP
505
Vantage Investment Partners
Missouri
$14.3M -$5.36M -11,427 -27%
MA
506
Montag & Associates
Georgia
$14.3M -$1.82M -3,887 -11%
CI
507
CX Institutional
Indiana
$14.2M +$23.4K +50 +0.2%
AMCA
508
Arthur M. Cohen & Associates
Illinois
$14.2M -$436K -929 -3%
RP
509
Rice Partnership
Hawaii
$14.2M -$22K -47 -0.2%
BC
510
Brookfield Corp
Ontario, Canada
$14.1M +$11.4M +24,343 +420%
IAA
511
Independent Advisor Alliance
North Carolina
$14.1M +$822K +1,752 +6%
TCM
512
Tang Capital Management
California
$14.1M – – –
IHAM
513
Integral Health Asset Management
New York
$14.1M +$14.1M +30,000 New
NM
514
NWI Management
New York
$14.1M – – –
CIP
515
Chartwell Investment Partners
Pennsylvania
$14M -$1.55M -3,296 -10%
RJT
516
Raymond James Trust
Florida
$14M -$2.42M -5,164 -15%
NIM
517
Northeast Investment Management
Massachusetts
$13.9M +$5.93M +12,643 +74%
HW
518
Hancock Whitney
Mississippi
$13.9M +$5.94M +12,667 +74%
SI
519
Stephens Inc
Arkansas
$13.9M -$47.4K -101 -0.3%
JAG
520
Journey Advisory Group
Kentucky
$13.9M -$337K -719 -2%
CAG
521
Crestwood Advisors Group
Massachusetts
$13.7M +$7.04K +15 +0.1%
WBC
522
Westpac Banking Corp
Australia
$13.7M -$69.2M -147,552 -83%
MAM
523
Meeder Asset Management
Ohio
$13.6M +$7.16M +15,265 +110%
UCFA
524
United Capital Financial Advisors
Texas
$13.6M -$1.94M -4,130 -12%
SWP
525
Stratos Wealth Partners
Ohio
$13.6M +$1.64M +3,506 +14%
19 20
21
22 23